Compensation
- Discover Compensation
- Migration from Overtime balance to Compensation: everything you need to know
- What are overtime policies and how do I create them?
- What is the difference between a time off, pay, and hybrid policy?
- How does the version history of a policy work?
- How do I assign employees to an overtime policy?
- What is the default overtime policy and how does it work?
- How do I manage the policies I've created?
- What are multiplier rules and how do I create them?
- How do I assign employees to a multiplier rule?
- What are categorization rules and how do I create them?
- What happens if I edit the paid clock in/out type associated with a categorization rule?
- How do I assign employees to a categorization rule?
- How do I manage the rules I've created?
- What is the "Prioritize" function and how does it work?
- What is the difference between multiplier rules and categorization rules?
- What are time margins and how do I create them?
- How do I assign employees to a time margin?
- How do I manage the time margins I've created?
- How do I compensate an employee's overtime balance?
- Does accumulated overtime (positive/negative) expire?
- Can I set a maximum limit on positive or negative overtime?
- Where can I view the movement history of an employee's balance?
- What are compensatory absence types?
- Can I customize the columns I see on the main Compensation screen?
- Where can I see the balance generated by each type of rule?
- How does overtime validation work?
- Who can validate or reject overtime requests?
- How do overtime policies, multiplier rules, categorization rules, time margins, and compensatory absence types relate to each other?
- If an employee has both multiplier and categorization rules, how are they combined in the calculation?
- Do time margins affect the calculation of multiplier and categorization rules, or are they independent?
- What is the difference between "validating" overtime and "adjusting" a balance? Can any manager do it?
What are categorization rules and how do I create them?
Categorization rules let you classify employees' working time under a specific label, such as "Travel" or "Training". That time generates a classified balance separate from general overtime, which you can then compensate with time off or pay.
If you want to know how categorization rules differ from multiplier rules, we recommend reading this article.
How to create a categorization rule step by step
Go to Configuration >> Time management >> Categorization rules and click "+Add". Next, you will need to choose which type of rule you want to create:
- By hours: categorizes time worked in a specific time slot (for example, from 22:00 to 06:00) or in a bracket of hours.
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By clock in/out type: classifies the time an employee has clocked under a specific paid clock in/out type (for example, "Travel" or "Training").
If what you need to classify depends on when the work was done, choose the first option. If what you need to classify depends on how the employee clocked in, choose the second option.
Categorization rule by hours
- Give the rule a name (for example, "Travel") and define when it will apply; you can choose between days of the week and the schedules or shifts assigned to the employee.
- In the next step, you will decide which working time the rule applies to. There are 3 options available: schedule or shift, working day, and whenever the employee works.
- Finally, define when the rule will apply. To do so, you can set up specific time slots (for example, from 22:00 to 06:00) or the bracket of hours the classification applies to.
- All set? Click "Save". The rule will have been created successfully and will be waiting for you in the general list.
Categorization rule by clock in/out type
- Give the rule a name (for example, "Training").
- Select a paid clock in/out type using the drop-down on the right.
Check which paid clock in/out types you have enabled before creating a rule by clock in/out type. If the type you need doesn't appear in the selector, it may be disabled or already have another rule associated.
- Click "Save"; the rule will have been created successfully and will be waiting for you in the general list.
Key recommendations 💡
Name your rules so that it is clear at a glance what they classify, especially if you are going to combine them with multiplier rules that use similar names.